Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WBRERX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Equity Index Fund) 6.71% 21.77% 20.35% 12.98% 15.17% NA NA
Data as of 06/10/2026, Common starting date is 04/04/2016
More Performance Analytics Comparison
Name Start Date End Date
WBRERX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Equity Index Fund) 04/04/2016 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -3.76 21.77 20.35 12.98 15.17 NA NA 6.71 19.28 26.87 26.27 -18.33 29.04 18.44 31.51 -4.38 21.83 10.20
Sharpe Ratio NA 1.90 1.23 0.64 0.80 NA NA 1.31 0.89 1.62 1.70 -0.81 2.20 0.63 2.40 -0.33 3.19 1.24
Standard Deviation(%) NA 12.19 14.86 16.93 17.08 NA NA 13.93 18.72 12.64 13.10 24.23 13.26 28.77 12.53 17.11 6.67 10.93
Draw Down(%) NA 8.90 18.75 24.50 29.39 NA NA 8.90 18.75 8.45 9.94 24.50 5.13 29.39 6.62 19.35 2.58 5.53
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 04/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBRERX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Equity Index Fund) 5.12%
Mar 2017 – Mar 2020
9.25%
Sep 2017 – Sep 2022
15.65%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBRERX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Equity Index Fund) 26.20%
Dec 2018 – Dec 2021
18.94%
Oct 2016 – Oct 2021
15.65%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return